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Interactive Brokers
IBKR

Overview Fund Activity

495 hedge funds and large institutions have $10.6B invested in Interactive Brokers in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 48 closing their positions.

Holders
495
Holders Change
+41
Holders Change %
+9.03%
% of All Funds
7.18%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
91
Increased
161
Reduced
173
Closed
48
Calls
$116M
Puts
$119M
Net Calls
-$3.19M
Net Calls Change
+$5.87M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$315M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$414M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$165M
4
JCM
4
Junto Capital Management
New York
$53.3M
5
AM
5
AGF Management
Ontario, Canada
$59M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$574M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$226M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$83M
4
Goldman Sachs
4
Goldman Sachs
New York
$24.4M
5
OAG
5
Orbis Allan Gray
Bermuda
$796M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B 9,677,465 -12,591 -0.1%
BlackRock
2
BlackRock
New York
$1.02B 9,091,283 +71,098 +0.8%
OAG
3
Orbis Allan Gray
Bermuda
$796M 7,129,746 -639,165 -8%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$574M 5,137,616 -1,170,286 -19%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$414M 3,702,768 +2,316,739 +167%
CCM
6
Cantillon Capital Management
New York
$408M 3,655,704 -73,165 -2%
State Street
7
State Street
Massachusetts
$356M 3,190,380 +95,429 +3%
GWM
8
Greenwich Wealth Management
Connecticut
$332M 2,971,334 -146,842 -5%
ECU
9
Egerton Capital (UK)
United Kingdom
$315M 2,823,697 +2,823,697 New
BCM
10
Bares Capital Management
Texas
$314M 2,810,131 +264,543 +10%
Marshall Wace
11
Marshall Wace
United Kingdom
$226M 2,025,233 -1,135,901 -36%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$209M 1,874,442 +204,571 +12%
Morgan Stanley
13
Morgan Stanley
New York
$204M 1,830,018 -129,228 -7%
JFL
14
Jarislowsky, Fraser Ltd
Quebec, Canada
$191M 1,710,286 -101,518 -6%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$165M 1,479,019 +1,464,497 +10,085%
Norges Bank
16
Norges Bank
Norway
$162M 1,451,993 +276,172 +23%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$140M 1,249,652 +29,177 +2%
Fidelity International
18
Fidelity International
Bermuda
$118M 1,060,741 -150,801 -12%
Bank of America
19
Bank of America
North Carolina
$113M 1,013,650 +320,276 +46%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$109M 980,140 +14,114 +1%
CFM
21
Coronation Fund Managers
South Africa
$105M 937,193 -258,986 -22%
Wells Fargo
22
Wells Fargo
California
$103M 918,857 -49,812 -5%
BCM
23
Bronte Capital Management
Australia
$94.1M 842,425 +6,231 +0.7%
ABI
24
Abrams Bison Investments
Maryland
$90.8M 813,000 -99,000 -11%
Charles Schwab
25
Charles Schwab
California
$86.1M 770,818 -70,034 -8%
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